$ROAD up big on fantastic results. Wrote about the company a while back. A paving roll-up that has beat the market by a wide margin. Has been a stallion since going public.

$TIC shareholders

$TTAN is interesting, although a bit expensive for my taste. It's a software platform for all contracting trades that allows them to streamline operations through CRM, ERP, HCM, and so forth. It also has a bunch of valuable up-sell items that are high ROI. I don't use it for my

$NU just continues to win and take market share.

Synergy opportunities for $TIC

Holding the stock during a crash is about as exciting as riding one of those cheap carnival roller coasters. You know, the ones where half the bolts are missing, the safety bar is a bungee cord from Home Depot, and the operator is smoking a cigarette. Have a better analogy?

His systematic framework for reasoning was so dominant in the Middle Ages that he was simply referred to as “the philosopher” On his ideas, virtually all logical and mathematical disciplines were built, including the scientific method, accounting, law, and computer science.

A stock drops 25% it's an "opportunity" Drops 10% more you call CEO to verify the thesis and buy more Drops 10% more you get annoyed insiders aren't buying Drops 10% more you sell your stock to the investors that are going to make money on the stock

$TIC earnings review plus some additional thoughts. open.substack.com/pub/kairosrese…

Good thread. Find great companies before they are at peak performance. Before the screen perfectly. Anyone can screen for this years high margins or high roic. no one can screen for next years, or the year after.

Angel studios plans to go public via SPAC in September. If approved it will trade as $ANGX The acquiring company is Southport Acquisition Corporation $PORT Interesting considering the explosive growth Angel has seen.

Although total revenue is down because they had a blockbuster film in 2023 and no comparable in 2024, Angel Studios subscription revenue is up over 1,000% in a year. Wowzers

Added 27 new stock write-ups to the site (pt final): Lorenzo2cents | Business Ontology - $LMND (earnings) Kairos Investment Research ♟️ - $TIC (earnings) Symmetry (holdings update) - $CTT.LS, $JDC.DE, $PROT.OL, $G2M.ST Blue Duck Capital Partners - $UURAF The Bear Cave - $RAY (short) Mike - $LPTH

In 2024, $AMZN passed $LOW in terms of home improvement retail market share. Now knocking on $HD ‘s door. $HD has 26% of the market, and $AMZN is not far behind at 18%. Must say, this was surprising to me.

Opportunities to buy quality businesses below intrinsic value occur with enough frequency to build a portfolio.

Latest write up on Crane Co. $CR, an industrial compounder. Lots to like here, except of course the price. The company has near 100% market share in specific, highly specialized product areas within its Aerospace & Electronics segment. open.substack.com/pub/kairosrese…

$TGH.V Tornado Infrastructure is interesting. Although it's already a 10 bagger. It sells Hydrovac trucks, which are becoming increasingly popular in construction for excavation because they don't run the risk of damaging underground pipes. Company has been crushing it for a

Jefferies initiated coverage on Acuren Corp. $TIC with a Buy rating and a $16.00 price target. They cited Acuren’s potential to expand EBITDA margins by approximately 200 basis points to 18% by 2027. I figured 18.5% - 19% by 2028.

Added 57 new stock write-ups to the site (pt final): DVD - $MDA.TO, $RGS Century Egg Credit - $SATS (update) Wolf Of Oakville - $TRBR.V (earnings) The Oak Bloke - $IDHC.L Stuart - $FCL.AX Grizzly Research - $ACHR (short) Kairos Investment Research ♟️ - $CR (pass) and more...

Nothin quite as frustrating as a company that can't simply and clearly explain what they do in an annual report. “We empower enterprises to reimagine possibilities by catalyzing paradigm shifts through data-driven insights and robust end-to-end solutions.” bro, just stop it.